United States Commodity Index Funds Trust
CPER- Exchange
- NYSE
- Industry
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001479247
No open-market purchases or sales by United States Commodity Index Funds Trust insiders were filed in the last 90 days; 145 institutions reported holding it in 13F filings for Q2 2026, worth $212.2M in total; no superinvestor holds it.
Other share classesUSCI
13F holders, Q4 2022
Institutional positions in United States Commodity Index Funds Trust as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 53
- +10 vs. Q3 2022
- Shares held
- 1.63M
- +469.3K (+40.3%) vs. Q3 2022
- Total value
- $37.7M
- +$13.9M (+58.2%) vs. Q3 2022
- New holders
- 15
- 13 more added
- Sold out
- 5
- 14 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CPER on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 145 | $212.2M |
| Q1 2026 | 131 | $204.3M |
| Q4 2025 | 104 | $101.0M |
| Q3 2025 | 78 | $59.4M |
| Q2 2025 | 78 | $42.3M |
| Q1 2025 | 67 | $39.4M |
| Q4 2024 | 60 | $23.5M |
| Q3 2024 | 61 | $30.6M |
| Q2 2024 | 63 | $50.1M |
| Q1 2024 | 50 | $38.5M |
| Q4 2023 | 47 | $25.5M |
| Q3 2023 | 46 | $26.5M |
| Q2 2023 | 47 | $27.3M |
| Q1 2023 | 50 | $32.0M |
| Q4 2022 | 53 | $37.7M |
| Q3 2022 | 44 | $23.9M |
| Q2 2022 | 51 | $21.4M |
| Q1 2022 | 55 | $46.0M |
| Q4 2021 | 58 | $56.6M |
| Q3 2021 | 54 | $57.7M |
| Q2 2021 | 67 | $84.6M |
| Q1 2021 | 40 | $36.7M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding United States Commodity Index Funds Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 374,309 | $8.64M | 0.02% | +195,935+109.8% | Added |
| Old Mission Capital LLC | 128,219 | $2.96M | 0.13% | +74,261+137.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 125,300 | $2.89M | 0.01% | −7,200−5.4% | Reduced |
| Knollwood Investment Advisory, LLC | 121,118 | $2.80M | 1.10% | +121,118 | New |
| LPL Financial LLC | 101,043 | $2.33M | 0.00% | +50,662+100.6% | Added |
| National Asset Management, Inc. | 71,392 | $1.65M | 0.05% | +71,392 | New |
| Stifel Financial Corp | 59,977 | $1.38M | 0.00% | −5,164−7.9% | Reduced |
| Advisor Group Holdings, Inc. | 56,596 | $1.31M | 0.00% | +10,165+21.9% | Added |
| Wells Fargo & Company | 55,698 | $1.29M | 0.00% | −1,277−2.2% | Reduced |
| Pettinga Financial Advisors, LLC | 53,475 | $1.23M | 0.40% | +17,271+47.7% | Added |
| Susquehanna International Group, LLP | 44,291 | $1.02M | 0.00% | −101,472−69.6% | Reduced |
| TD Waterhouse Canada Inc. | 41,814 | $955.8K | 0.01% | −2,400−5.4% | Reduced |
| Envestnet Asset Management Inc | 40,935 | $945.2K | 0.00% | +1,215+3.1% | Added |
| Ameriprise Financial Inc | 35,046 | $809.0K | 0.00% | +35,046 | New |
| Wolverine Trading, LLC | 34,336 | $793.0K | 0.01% | +17,666+106.0% | Added |
| JPMorgan Chase & Co | 32,509 | $751.0K | 0.00% | +32,500+361,111.1% | Added |
| MML Investors Services, LLC | 29,608 | $684.0K | 0.00% | −461−1.5% | Reduced |
| Royal Bank of Canada | 28,543 | $659.0K | 0.00% | −1,045−3.5% | Reduced |
| Simplex Trading, LLC | 28,058 | $647.0K | 0.03% | +3,953+16.4% | Added |
| Lido Advisors, LLC | 21,200 | $489.5K | 0.01% | −2,900−12.0% | Reduced |
| Laffer Tengler Investments | 18,642 | $430.4K | 0.12% | +10,983+143.4% | Added |
| IHT Wealth Management, LLC | 17,575 | $405.8K | 0.03% | +400+2.3% | Added |
| Morgan Stanley | 13,165 | $304.0K | 0.00% | −2,163−14.1% | Reduced |
| Isthmus Partners, LLC | 12,800 | $295.6K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 11,473 | $264.9K | 0.01% | +11,473 | New |
| StoneX Group Inc. | 11,032 | $254.7K | 0.03% | +11,032 | New |
| Herold Advisors, Inc. | 10,800 | $249.4K | 0.11% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 10,172 | $234.0K | 0.00% | −36,132−78.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 10,000 | $230.9K | 0.03% | +10,000 | New |
| Central Trust Co | 9,821 | $226.8K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 5,470 | $126.0K | 0.00% | −5,644−50.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,000 | $92.4K | 0.00% | +4,000 | New |
| National Bank of Canada | 3,515 | $81.2K | 0.00% | +740+26.7% | Added |
| Kraematon Investment Advisors, Inc | 2,000 | $46.2K | 0.05% | +2,000 | New |
| Bank of America Corp | 1,980 | $45.7K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,956 | $45.2K | 0.00% | −197−9.2% | Reduced |
| Cutler Group LP | 1,560 | $36.0K | 0.00% | −407−20.7% | Reduced |
| Itau Unibanco Holding S.A. | 1,546 | $35.8K | 0.00% | +1,546 | New |
| Clean Yield Group | 1,200 | $27.7K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 668 | $15.4K | 0.00% | +668 | New |
| Citadel Advisors LLC | 357 | $8.24K | 0.00% | +357 | New |
| Blue Bell Private Wealth Management, LLC | 343 | $7.92K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 202 | $6.00K | 0.00% | +202 | New |
| Global Retirement Partners, LLC | 250 | $5.77K | 0.00% | +250 | New |
| Allworth Financial LP | 225 | $5.20K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 200 | $4.62K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 120 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 120 | $2.77K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 92 | $2.12K | 0.00% | +92 | New |
| Ten Capital Wealth Advisors, LLC | 72 | $1.66K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 71 | $1.64K | 0.00% | −1,088−93.9% | Reduced |
| CoreCap Advisors, LLC | 18 | $416 | 0.00% | +18 | New |
| WR Wealth Planners, LLC | 17 | $393 | 0.00% | +5+41.7% | Added |
| Nadler Financial Group, Inc. | 0 | $0 | 0.00% | −33,907−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −10,971−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −1,704−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −1,440−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |